Stacks
US Energy Portfolio
The Energy leaders portfolio is a thematic play on the rising inflation in the US. The stocks are selected in such a way that it provides better insulation against inflation.
45.83%
Methodology
The objective of this fund is to play on rising inflation. Interest rate futures market are pricing multiple rate hikes in 2022/2023/2024. Higher Interest rate augurs well for real assets like Energy sector. The portfolio selection is based on market leaders having stable future growth, less volatile and good analyst coverage. Thus producing a basket of stocks that will outperform under high inflation scenario .
Stack CAGR 45.83
Max DD 20.87%
Sharpe Ratio 1.89
Rebalancing Frequency Quarterly
VaR 3.93%
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